Katrina N. Kalvoda

Founder, Newport wealth management


Experience:

2005 – 2016

Newport Wealth Management, Newport Beach, CA

Founder of Newport Wealth Management, a private investment management company that oversees the collective investment holdings for a single family across 4 generations. The privately held company maintains multiple subsidiaries that invest in commercial real estate, private equity and liquid alternatives. The family’s vast holdings include over 2 million square feet of commercial real estate in the US. Ms. Kalvoda serves as Chief Executive Officer and Chief Investment Officer and oversees the asset allocation, manager selection and direct investments on behalf of the family office. Ms. Kalvoda also spearheaded the firm’s efforts into co-investments with outside capital, working primarily with single family offices across the United States and Asia.

Ms. Kalvoda is known as a thought-leader within the investment and family office industries and often speaks at national events on topics including creating a successful real estate portfolio, venture capital, risk management, hedge funds and impact investments.

Board Positions:

2015  Present  Privately-Held Real Estate Company/Family Office – Seattle, WA 

2011  Present  Editorial Board, Institutional Real Estate Newsletter

2005  Present  Advisory Board, Institutional Investor Forums

2006 - 2016  Chairman of the Board, Investment Committee Chair

                       Privately-Held Real Estate Company/Family Office – Los Angeles 

2006 - 2011  Milken Institute: Global Capital Markets Advisory Council

2005 – 2008  100 Women in Hedge Funds, Los Angeles

Special Honors/Recognitions:

2016, 2014  Business Excellence Award: Family Office Advisory Firm of the Year – USA

2016  Best Business Leader in Real Estate Investment

2014  International Fund Award: Investment Office of the Year

2014  M&A Award: Angel Investor of the Year - California

2014  Industry Leader of the Year - USA

2013  M&A Fund Award: Best Wealth Management Firm of the Year - USA

2011  Rising Star of Hedge Funds, Institutional Investor

Publications:

“Family Offices Team Up Taking Page from Private Equity” Bloomberg BusinessWeek, May 27, 2014

“2013 Q4 Year End Review – Real Estate” Acquisition International Magazine, February 2014